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Collect Payment using Keap

Setup a one-time or recurring payment plan in Keap to give a user access.

As you know, collecting payment for your content is essential to growing your online business. To accomplish this with CustomerHub, we recommend the business tools you're probably already using.

Collect payment using Keap

In this guide, we will reference Keap's help articles for the detailed setup steps required. They are as follows:

  1. Connect payment gateway to Keap

  2. Create a product

  3. Create a checkout form

Once those items are set up here's how to link it all together with CustomerHub and create a seamless experience for your customers.

  1. Set up an Automation (easy or advanced) that is triggered by a purchase goal

  2. Apply the Product specific tag created by CustomerHub (Learn More)

  3. Done :)

Collect payment using Keap (Ultimate)

In this guide, we will reference Keap's (Max Classic) help articles for the detailed setup steps required. They are as follows:

  1. Connect payment gateway to Keap Max Classic

  2. Create a product (one time) | Recurring Subscription

  3. Create an Order form

Now let's put it all together with CustomerHub and create a seamless experience for your customers.

  1. Set up a Campaign that is triggered by a purchase goal.

  2. Apply the Product specific tag created by CustomerHub. (Learn More)

  3. Done :)

ℹ️ Keap and Keap Max Classic have separate help centers. The Keap links above go to Thryv’s site, since Keap is now part of Thryv; the Max Classic links go to Keap’s Max Classic help center.

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